Adxstudio Portals Training Entity Lists

Robert Bailey, M.Sc. Product Engineer Adxstudio Inc.

Agenda CRM Views Creating an Entity List Entity List Options Extended Features What are CRM views and why do we want to render them on the portal? Let’s create a simple Entity List to display leads in the CRM on the Portal A look at some of the various options available for entity lists, extending their OOB functionality Map View, Calendar View, and OData feeds

Why Lists? Displaying information about records in the CRM to those who do not have CRM access Displaying anything that constitutes a “list” that can be sorted, searched or filtered Maps containing locations Event Calendars Custom Web Apps

Displaying Lists of items Entity Lists Displaying Lists of items Makes use of Data in the CRM In the form of an Entity List Attached to a web page – A web page displays a View Can have associated details page for viewing or editing data Displayed as a Grid on the Portal Include Link to Edit/View page Filtered via CRM views Contact-Level security via CRM relationship to Contact or Account Records int eh CRM filtered and arranged according to a view in the CRM, displayed on the portal

Displaying CRM Views

Creating a List of Leads All that’s needed is an Entity List record in the CRM attached to a web page Can use existing views or create new ones

Entity List Entity Attributes & Relationships Name Entity Name View(s) Page Size Web Page for Details View Web Page for Insert Filter Conditions Portal User Account Website

Displaying Record Details Use the details pages for create and view details to display forms (or any kind of custom view you desire) for the individual records surfaced with a list Adding a Create page will render a create button Adding a view details page will make the primary field (first column) clickable View details page can be read-only or edit

Enhanced Filtering Filter by user contact or parent account Build a filter condition into the view, including a filter to match any single contact or account record in the CRM On the portal this contact or account will be replaced with the current user or current user’s parent account

Mapping Renders Records that have addresses (corresponding to locations) as Map pushpins Requires Longitudes and Latitudes for each record

Calendar View Renders Records that have a data as a calendar view Must include a single date as a minimum Supports start and end times, locations, summaries, etc.

OData Feed If enabled, an entity can be published to an OData Feed Feed URL: http://<yourdomain>/_odata/ Supported Query Options, as well as Entity List OData attributes, are documented on the Community Portal

Summary How to create a simple Entity List on the Portal How to add details and edit views to your Entity List How to filter your Entity List How to render your Entity List as a Map or Calendar How to surface your Entity List as an OData feed

Q & A Discussion

Thank You Thank you all for attending! Corporate & Product Presales Information www.adxstudio.com Self-Drive Demonstrations demo.adxstudio.com In Depth Product Notes & Conversation community.adxstudio.com Presales Assistance or Implementation sales@adxstudio.com The Entity Form feature documentation: http://community.adxstudio.com/products/adxstudi o-portals/users-guide/entity-list/